+52.4%
DUK vs HAS
+51.6%
+0.8%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | +0.6% |
| 7D | +1.9% | +3.3% | -1.3% | +1.6% |
| 30D | +10.5% | +30.5% | -20.0% | +8.1% |
| 3M | +7.3% | +29.9% | -22.6% | +5.0% |
| 6M | +5.7% | +26.5% | -20.9% | +3.4% |
| YTD | +12.9% | +51.9% | -39.1% | +8.7% |
| 1Y | +8.6% | +60.9% | -52.3% | +4.0% |
| 3Y | +63.5% | +215.0% | -151.5% | +44.0% |
| 5Y | +52.4% | +51.5% | +0.9% | +43.0% |
| All | +52.4% | +51.6% | +0.8% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling